Brian Koger

@MebFaber You know of a fund with better performance?

@TradingSavage Ask Peter what he thinks about buying the QQQs lol

I'm not going to go as far as saying it's a fiduciary violation but if I see QQQ in your portfolio I'm definitely judging you ... May as well pick only the stocks A-M, top 100 market cap same outcome. Or my favorite idea....the dart contest!

@MebFaber 60-80 of the companies are tech...

@TradingSavage It's not a technology etf lol

Investing in the QQQs is one of the most nonsensical investments to make. Many mistakenly assume the QQQs are a tech fund (owns WMT, COST, etc) Pick 100 stocks *but only from one exchange* and market cap weight them. Why would you voluntarily choose to remove half of all stocks? ¯\_(ツ)_/¯

@MebFaber Largest most liquid fund out of all the technology ETFs. Best CAGR as well.

@TradingSavage It you want to make a sector bet go ahead, but why let that be determined by what exchange it trades on?

@MebFaber That appears to be the Nasdaq Composite and not the Nasdaq 100. People want alpha vs the SP500. Nasdaq 100 is 60-80% tech companies depending on how you define"tech". New technology always has and always will be what drives the market higher.

@TradingSavage Yea there are lots of sub sectors that have great returns not sure your point? mebfaber.com/2025/08/15/14-…

@ChildishMTRTY Took Andy Reid 21 seasons before he won his first SB. Kyle is a better coach than everyone the Falcons have hired since his departure.

@TradingSavage No we wouldnt. He cant win a SB. Couldnt get past his ego and called the worst 2nd half of all time. The offensive guru shat the bed. Hes not his father.

I will always root against Kyle Shanahan

Stock returns since IPO: 
Nvidia (1999): +795,000% Microsoft (1986): +529,000%
Oracle (1986): +383,800% Amazon (1997): +332,000% Apple (1980): +270,000% Adobe (1986): +148,590% Netflix (2002): +102,000% Tesla (2010): +39,000% Broadcom (2009) +23,400% Google (2004): +13,000% Salesforce (2004): +9,195 Shopify (2015): +9,135%
Palantir (2020) +2,470% Facebook (2012): +1,550%

"The market is all about psychology. Chart patterns are essentially maps of psychology, and these chart patterns will remain useful as long as human psychology remains as it is." - William J. O'Neil

Meanwhile, in Chamathland:

This is how Jerome Powell should respond: “President Trump continues to call for rate cuts and resort to name-calling—but let’s be clear: he has absolutely no understanding of where interest rates should be. Inflation remains well above our 2% target, tariffs are set to drive prices even higher, and the Federal Government is running $2 trillion deficits with no credible path to fiscal discipline. Meanwhile, inflation expectations are rising—and so are asset prices. The stock market is at an all-time high. So is gold. So is Bitcoin. These are not signals of an economy in need of monetary stimulus. The Federal Reserve is committed to restoring price stability—and we will begin raising interest rates next week to ensure that happens. Thank you for your attention to this matter.”

🤣

This is a generational stock market rotation from wealth to poverty

There is a generational financial opportunity for one crypto grifter to start “tariff coin”

Ask yourself 1- Are these headlines enough to bring buyers rushing back in to get fully long? or 2- Does it motivate reactive shorts to cover up a little and reactive buyers to jump on that short term blip? Below a decl 5sma, I think odds favor #2 It could change but doesnt seem likely. I am more interested in probable than possible when it comes to trend trading.

This is not a buy the break market, this is a sell rally market.

BREAKING: Tariffs have begun with 25% on Canada and Mexico, and 20% on China In fact, tariffs could hit an average of 17.7% under Trump This would be THE highest levels seen since the Great Depression Let that sink in.

BREAKING🚨: Stanford University just launched a FREE AI tool for researchers! It writes Wikipedia-quality reports with 99% accuracy & citations. Here’s how to access it for free:

OpenAI says that it now has 400 million weekly active users, a 33% increase from 300 million in December. $MSFT $GOOG $AMZN $META